Upcoming Events:
Dinner Meeting
The next dinner meeting for the Florida West Coast Employee Benefits Council 2023-2024 season will be on September 19, 20, or 26 2024. We will secure the date as soon as we secure a speaker.
We are now accepting renewals and new members for the 2024-2025 season.
Workshop
Info coming soon.
Past Events
| Date | Speaker | Topic | Title | Company | Contact |
| May 2023 | Patrick Delaney | PLANNING FOR THE REALITIES OF HEALTH CARE COSTS IN RETIREMENT | T. Rowe Price | ||
| March 2023 | Alex Sanchez | Common Retirement Plan Audit Findings | Pension Assurance | ||
| February 2023 | Jonathan Ricketts | ESG and the Future of Work | Natixis | ||
| January 2023 | John Doyle | SECURE 2.0 Act of 2022 | American Funds | ||
| November 2022 | Danny Cook | Pay(k)onnect | |||
| October 2022 | Hank Pariseau | Recession Risk and Retirement Planning | Bernstein Private Wealth Management | ||
| September 2022 | Rod Troyan | The Fundementals of QDROs | Troyan & Associates, P.A. | ||
| May 2022 | Christopher F. Terrigino and Dennis Paleveda | Audit process for employee benefit plans | Rivero, Gordimer & Company | ||
| February 2022 | Glenn Dial | Retirement Income Options and employee considerations inside 401(k) plans | American Century | ||
| January 2022 | Buck Blanton | What is the DOL looking for in an investigation. | Pensionmark | ||
| November 2021 | Chris Cavaliere | 2021 Employment Law Update (and How they Impact Your Benefits.) | Partner | Shumaker | |
| October 2021 | Lisa Ann Scalia | What happened to 2020 & 2021? How to prepare for 2022 | |||
| September 2021 | Tim Parker: | How Ransomware Works | |||
| June 2020 | Webcast: COVID-19 Market Impact Analysis: What Plan Sponsors Need To Know | ||||
| February 2020 | Finding Fresh Business Models in Retirement | ||||
| January 2020 | EBSA Investigations | ||||
| November 2019 | How America Saves | ||||
| September 2019 | Bill Kline | The Future of Plan Governance | |||
| April 2019 | David Cowart | Real Choices Employers Make; Watching ERISA Work | |||
| March 2019 | Dannae Delano | Innovations in Welfare Plan Design | The Wagner Law Group | ||
| January 2019 | Paul Vitchock | Cyber Threat Landscape | Supervisory Special Agent | FBI | |
| November 2018 | Fred Barstein | Understanding DC Plan Mega Trends and DC Market Dynamics | Founder & CEO | The Retirement Advisor University | |
| October 2018 | Phyllis C. Borzi | Health Care Cost Challenges for Employer-Sponsored Plans While the ACA Is Under Attack | |||
| September 2018 | Stacey Tovrov | The Future of Indexing | Vice President and Investment Strategist | BlackRock | |
| May 2018 | Paula Calimafde | Legislative Developments, Including Tax Reform | Principal | Paley Rothman | calimafd@paleyrothman.om |
| April 2018 | Annual Education Workshop | ||||
| 1. Rick Grafmeyer | Washington Update | Partner | Capitol Tax Partners | ||
| 2. Bruce J. McNeil | A New Sheriff In Town (The Tax Cuts & Jobs Act and NQDC) | Partner | The Wagner Law Group | ||
| 3. Matthew Jackson | Cyber Liability Insurance: New Concerns and New Protections | Senior Vice President | Segal Select Insurance | ||
| 4. Russell L. Hirschhorn | How to Avoid ERISA Litigation | Partner | Proskauer | ||
| 5. Amber Griffith | Developing a Compelling Experience for the Future of Work | Principal | Mercer | ||
| March 2018 | Ted Schmelzle | Emerging Liability of Recordkeeper Fee Arrangement Under New DOL Rules | Director of Plan Sponsor Services | Securian Financial | theodore.schmelzle@securian.com |
| February 2018 | Lisa Germano | What Is In An RFP | President and General Council | Lisa@ab-d.com | |
| January 2018 | Linda R. Mendel | Group Health Care Challenges | Of Counsel | Vorys, Sater, Symour and Pease LLP | |
| October 2017 | Thomas E. Clark, Jr. | Current Trends in ERISA Litigation | Partner | The Wagner Law Group | tclark@wagnerlawgroup.com |
| September 2017 | Steve Kraus | Update on the New Fiduciary Rule | Shareholder | Carlton Fields | skraus@carltonfields.com |
| May 2017 | Michael J. Dullaghan | Millennial Money – Engaging the Millennial Participant Population | Investment Specialist, DC Plans | Putnam Investments | Michael_Dullaghan@putnam.com |
| April 2017 | Annual Educational Workshop | ||||
| 1. Chatrane Birbal | 1. The 115th Congress and the Trump Administration: The Washington Outlook for HR Public Policy | 1. Senior Advisor, Government Relations | 1. Society for Human Resource Management | ||
| 2. Tim Kastrinelis | 2. FMLA Administrative, Compliance & Workplace Productivity Management | 2. Senior Vice President | 2. Liberty Mutual | ||
| 3. Don Trone, GFS | 3. Behavioral Governance: Applying Neuroscience to Amplify Fiduciary Metrics” | 3. Co-founder & CEO | 3. 3ethos | ||
| 4. Kelly Davis, AIP | 4. Wellness Rules and Regulations | 4. Benefit Client Advocate | 4. Bouchard Insurance | ||
| 5. Felix Okwaning Jr., FSA, EA | 5. DC Optimization | 5. Vice President | 5. Prudential Financial | ||
| March 2017 | Brian McNulty | Health Plan Cost Containment Strategies and Trends | S.E. Region Employee Benefits Practice Leader | USI Insurance Services, LLC | |
| February 2017 | Heidi LeMieur, C(k)P | Washington Retirement Update: Ahead of the Trends | DCIO Senior Consultant | Retirement Learning Center, LLC | |
| January 2017 | Kelly Davis, AIP | The Future of Health Insurance and Compliance | Benefit Client Advocate | Bouchard Insurance | |
| December 2016 | MEMBER’S HOLIDAY PARTY | ||||
| November 2016 | David N. Levine | DOL Enforcement for Plan Providers and Plan Sponsors: Where Does it Go Next? | Principal | Groom Law Group | |
| October 2016 | Dr. Mark Bush | Health and Welfare Issues Facing Employers | Program Director for the Bachelor’s in Health Service Administration | University of Central Florida | |
| September 2016 | Gail Buckner | Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits. | Vice President and National Financial Planning Spokesperson | Franklin Templeton | |
| May 2016 | Lisa Power | Cyber Liability – Network Security and Privacy | Florida Branch Manager | AIG | lisa.power@aig.com |
| April 2016 | Annual Educational Workshop | ||||
| Pam Perdue | ERISA and Employee Benefits 20 Years From Now – Laying the Groundwork Today | Partner | Summers Compton & Wells, LLC | ||
| Heidi Braren-Walsh | Welfare & Fringe Benefit Plan Compliance | President | Braren-Walsh & Associates, Inc. | ||
| Michael Rosenbaum | Best Practices for Retirement Plan Committees and Potential Impact of Pending DOL Fiduciary Rules | Partner | Drinker Biddle & Reath, LLP | ||
| Jenifer A. Cromwell | ‘Everything Old is New Again’ or Why We’re Talking about HIPAA Today | Partner | Bredhoff & Kaiser, P.L.L.C. | ||
| Ann Schleck | Get Credit for the Value You Deliver to Your Plan Sponsor Clients | President | Ann Schleck & Company | ||
| March 2016 | Joan Neri | 2016 Fiduciary Hot Topics | Counsel | Drinker Biddle & Reath LLP | joan.neri@dbr.com |
| February 2016 | E. Thomas Foster Jr. | Retirement Readiness & The Bottom Line | National Spokesperson | MassMutual Retirement Services | tfoster@massmutual.com |
| January 2016 | Susan P. Luskin | Welfare Benefit 5500 Filings – What’s New and How To Comply | President | Diversified Administration, Inc. | susan@div125.com |
| December 2015 | MEMBER’S HOLIDAY PARTY | ||||
| November 2015 | Glenn A. Dial | Target Date Fund Glidepath Optimization: Creating Participant Income Reliability in Retirement | Managing Director – Head of Retirement Strategy | Allianz Global Investors | glenn.dial@allianzgi.com |
| October 2015 | Jean A. Young | How America Saves 2015 | Senior Research Analyst | Vanguard Center for Retirement Research | jean_young@vanguard.com |
| September 2015 | Brian T. Kench, PhD | Economic Indicators to Watch: October 2015 Update | Dean, College of Business | University of New Haven | bkench@newhaven.edu |
| May 2015 | Brian Furgala, Esq., CPC, QPA | IRS Correction Programs – Being the Plan’s MacGyver | Shareholder and Employee Benefits Attorney | GrayRobinson, PA | brian.furgala@gray-robinson.com |
| April 2015 | Annual Educational Workshop | ||||
| 1. Lawrence H. Thompson | 1. What to Expect in a DOL ERISA Investigation: From Appointment to Closing | 1. Deputy Regional Director | 1. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL) | ||
| 2. Joel Bennett | 2. LeadWell, LiveWell: The Key Role of Management in your Wellness Programs | 2. President | 2. Organizational Wellness & Learning Systems (OWLS) | ||
| 3. Jeffrey M. Petrone, AIF | 3. Industry Trends and Best Practices for Retirement Plan Management | 3. Managing Director | 3. SageView Advisory Group | ||
| 4. Maxine J. Moore | 4. What to Expect From a Health Plan Investigation | 4. Senior Advisor – Health Investigations | 4. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL) | ||
| 5. Jason C. Roberts, Esq. | 5. Hiring Service Providers: Tips & Traps for ERISA Plan Fiduciaries | 5. CEO of PRI; Partner of RLG | 5. Pension Resource Institute, LLC and Retirement Law Group, PC. | ||
| March 2015 | Jason Block, MD, MPH | Working for Wellness: From Cafeterias to Financial Incentives | General Internal Medicine Physician/Assistant Professor and Associate Director of the Obesity Prevention Program of the Department of Population Medicine | Harvard Medical School/Harvard Poilgrim Health Care Institute | jblock1@partners.org |
| February 2015 | Kent O. Peterson | Retirement plan fiduciary issues | Director of Investment Services & Senior Associate Actuary | Securian Financial Group | kent.peterson@securian.com |
| January 2015 | Jeremy Stempien | No Portfolio is an Island | Director of Investments – Retirement Solutions Group | Morningstar Investment Management | jeremy.stempien@morningstart.com |
| December 2014 | MEMBER’S HOLIDAY PARTY | ||||
| November 2014 | Shelby C. George, JD, CEBS | “A Holistic Approach to Benefits: Managing Plan Failure Risk | Practice Leader | Manning & Napier | nhamblin@manning-napier.com(585) 325-6880 |
| October 2014 | Don A. Mazursky | Health Care Reform | Founder & Managing Partner | Mazursky Constantine, LLC | DMazursky@mazconlaw.com(404) 888-8840 |
| September 2014 | Rennie Worsfold | Help in DC Plans | VP National Sales Manager | Financial Engines | |
| May 2014 | Aleya Henderson | What to Expect in an EBSA Audit | Supervisory Beneftis Advisor | U.S. Department of Labor | |
| April 2014 | Nevin Adams | Key Note – A Retirement Crisis or a Crisis of Confidence | Director, Education & External Relations Director ASEC, Co-Director EBRI CRI | EBRI Center for Research on Retirement Income | (202) 775-6329 | Email |
| Travis Klavohn | An Inside Look into Health Care Consumers | Director of Consumer Health Solutions | Benefit Wallet a Xerox Solution | (770) 916-4152 | Email | |
| David S Rosner | The Post-DOMA World – The Windor Decision’s Impact on Retirement Plans & Other Benefit Plans | Ogletree Deakins Nash Smoak & Stewart PC | (202) 263-0164 | Email | ||
| Kevin Brooks | The Role of an Effective Comminications Strategy in Driving Employee Engagement in Health and Wellness | VP, Integrated Marketing – Consumers Solutions Group | Optum – Consumer Solutions Group | ||
| Gregory C Braden | The Latest and Greatest in ERISA Litigation | Partner | Morgan Lewis & Bockius, LLP | (202) 739-5217 | Email | |
| March 2014 | Steven G Schaffer | ESOPs; A benefit plan that works for owners and employees | Attorney | Steven G. Schaffer, Bryan Cave LLP | |
| February 2014 | Janice Wegesin | Form 5500 and Other Filing Updates | President | JMW Consulting | |
| January 2014 | Allison Ullman | Tax-advantaged Funding Vehicles under the Affordable Care Act | Council | Crowell & Moring LLP | |
| December 2014 | MEMBER’S HOLIDAY PARTY | ||||
| November 2013 | Neil Quinn | The Employer’s New Clothes: Workplace Wellness in the 21st Century | Vice President /Director | The Oswald Companies | |
| October 2013 | Brodie Wood | Commitment to Outcome: New Realities in Not-for-Profit Retirement Benefits | Vice President | Transamerica Retirement Solutions | |
| September 2013 | Rob Austin, FSA, EA | Behavorial Economics: How Irrational Decision Making Impacts Retirement | FSA, EA | Aol Hewitt | |
| May 2013 | Fred Stewart | Industry Update on Target Date Funds & the Latest Trends for Plan Sponsors | Performance Evaluations, Inc. | ||
| April 2013 | Annual Educational Workshop:Stephen Mason, President and CEOAndrea Powers, CounselBrian Pinheiro, PartnerBrian Kench, Professor and ConsultantDebbie Harrison, Senior Manager, Public Policy | Healthcare Industry and Healthcare ReformHelping Businesses Navigate thru Healthcare ReformFiduciary Best Practices in 401(k) and 403(b) PlansEconomic Indicators to Watch: April 2013 UpdateEmployer-Sponsored Health Coverage and the Affordable Care Act: Perspectives on Future Health Plan Design and Compliance Strategies | Baycare Health SystemBaker, Donelson, Bearman, Caldwell & Berkowitz, PCBallard Spahr, LLPThe University of TampaNational Business Group on Health | ||
| April 2013 | Phyllis Borzi, Assistant Secretary of Labor | What to Expect from the DOL: Regulatory and Enforcement Priorities Affecting Pension and Health Plans | Assistant Secretary of Labor | Employee Benefits Security Administration | |
| February 2013 | Glenn Carnathan | A State of the Union on Retirement Readiness: Why is the needle not moving? | Regional Benefits Consultant | Financial Soundings, LLC | |
| January 2013 | Linda Mendel | Employer Pay or Play Penalties: What’s Your Plan? | Councel | Vorys, Sater, Seymour and Pease LLP | |
| November 2012 | Jean Young | How America Saves – 2012 | Senior Research Analyst | Vanguard’s Center for Retirement Research | |
| October 2012 | Janice McClendon | Healthcare Reform and Election Implication | Professor of Law | Stetson University of Law | |
| September 2012 | Andrew Ferguson | Cash Balance Plan Design Alternatives: Maximizing Pre-Tax Contributions | FSA, EA | Altman Cronin | |
